Cash Flow/Budgets/Credit Issues

Insurance Related Issues

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Women's Financial Planning Issues

Planning Specialties

I built the core values of Crafted Wealth to reflect the needs of my peers. I work with people close to me and teach habits that are immediately beneficial. This is how I did it:

Values based approach to planning and investments

Fee-only planning and education centric culture

Cash-flow dominant strategies

Comprehensive planning and investment fees packaged into one unit based on a percentage of net worth and AGI

Our only incentive is to help you grow and make good decisions with our guidance. These values reduce the chance for conflicts of interest that exist in other advisory models. This mirrors what all generations seek when entrusting a professional with their finances. All relationships are built on trust and we take the initiative to start on the right foot.

Additional Information

My name is Gabe. I’m a CERTIFIED FINANCIAL PLANNERTM who has been helping entrepreneurs, entertainment, and tech professionals align their values with their financial decisions, grow their wealth, and establish good financial habits.

I currently live in Los Angeles, CA; one of the most financially demanding cities in the country. It can feel hard to get ahead with the high cost of living and lifestyle expectations that surround us. It's important to strike a balance between your values, lifestyle, and long-term goals. My business was not only built on these principals; I've helped shape the financial habits of my clients in the same way.